CHARLESTON INVESTMENT ADVISORS, LLC
CRD #301281 SEC #801-125951 MT. PLEASANT, SC (843) 763-4499
SEC Registered
Total AUM
$140.5M
Discretionary
$0
Employees
2
Clients
1
Accounts
271
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2024 | $140.5M | $0 | $140.5M | 2 | 3 |
| Mar 2023 | $138.2M | $0 | $138.2M | 2 | 5 |
| Jan 2023 | $135.9M | $0 | $135.9M | 2 | 7 |
| Jul 2022 | $135.9M | $0 | $135.9M | 2 | 7 |
| May 2022 | $135.9M | $0 | $135.9M | 2 | 7 |
DateFeb 2024
Total AUM$140.5M
Discretionary$0
Non-Disc.$140.5M
Employees2
Clients3
DateMar 2023
Total AUM$138.2M
Discretionary$0
Non-Disc.$138.2M
Employees2
Clients5
DateJan 2023
Total AUM$135.9M
Discretionary$0
Non-Disc.$135.9M
Employees2
Clients7
DateJul 2022
Total AUM$135.9M
Discretionary$0
Non-Disc.$135.9M
Employees2
Clients7
DateMay 2022
Total AUM$135.9M
Discretionary$0
Non-Disc.$135.9M
Employees2
Clients7